VISIO Corp (VSIO): Big ISO 9000 Play Message Board

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Technology Stocks : VISIO Corp (VSIO): Big ISO 9000 Play

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To: put2rich who wrote (147)	8/25/1998 1:52:00 PM
From: Adam Nash	Read Replies (2) of 522

I was never concerned with Visio's high P/E, because how do you value a company that grows earnings 50-70%, and is projected to maintain 40% earnings growth for the next 5 years? When I crunch the balance sheet, I easily came up with potential revenue and earnings over the next 5 years that tops $3/share. So, will I pay $30/share for that? $40? $50? If I want a minimum 15% IRR on my investment, and I think in 5 years Visio should be 100, then I'd be willing to pay almost $50/share today, which works out to be a high P/E. So, I hope what is hitting Visio is just industry issues (Autodesk, etc) because I believe Visio won't be hit by the same issues nearly as hard. Visio is still obtaining a lot of its growth domestically. Today's spike down was/is strange, and it upsets me a little. I am worried that there is news that we haven't heard yet. I don't have cash to invest now, unfortunately, otherwise, I would definitely buy more Visio at this level. 23/24 is just a steal.

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